flat on defense. but clearly the commercial side of the business driving a better than expected 2 q earnings for boeing. back to you. >> okay, phil. yeah, all the news about boeing, it hasn't been financial news recently. >> and, joe, one thing. you're looking at that pre-market at 110.43. new all-time high. >> which kind of shows us that a lot of the stuff that the media might focus on is not really that relevant to what's happening with the company itself. right? >> well, i think the one question that will come up in the conference call is clearly they were able to protect and keep the delivery schedule for the 787 intact as they were going through the grounding in the first quarter and into the second quarter. they have gotten past that, they clearly will be increasing delivery schedules. now the question is how do you bring down the cost. how do you really drive the profitability through. that's the real challenge for these guys now. >> we should also talk about caterpillar because those numbers a